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Proposal Generator
Proposal Generator (User Level)
- How to Send a Proposal
- How to Copy a Proposal
- How to Create a Proposal
- How to Edit a Proposal
- How to Add or Turn Off Additional Sections
- How to Edit a Locked Proposal
- How to Save a Proposal as a Word Doc or PDF
- How to Use the new Signature and Dynamic Field feature within the Proposal Generator
- How to Use Photos with Editable Captions
- Proposal Generator Snippet Feature
- How to Add Counter Signers to a Proposal
Proposal Generator (Admin Level)
- How to Create New Proposal Content Using Word, Excel or a PDF
- How to Create New Proposal Content using the Pricing and Quoting Feature
- How to Create a New Proposal Template
- How to Change Proposal Settings
- How to Update and Save New Template Content While in a Proposal
- How to Add Mapped Fields in Proposal Settings
- How to Add Dynamic Fields to a Proposal Template
- How to Add a Date Picker in a Proposal Template
- How to Add a Drop Down in a Proposal Template
- How to Add a Spreadsheet into a Proposal Template